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Best financial advisors in Bakewell, TN

Registered advisers within 25 miles of Bakewell, TN.

Offices
67
Firms
27
Combined AUM
$4.65T
Firm-wide filings, not assets booked only here
Clients
1.13M
1,127,003 clients when Item 5C has a number
Avg / client
$4.13M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
BIGHAM WEALTH ADVISORY LLC
BELLWETHER INVESTMENT GROUP, LLC
LPL FINANCIAL LLC

Investors

MANUEL CARRIL
Joshua Michael Lydell Davis
CAYLEE GRACE FIELDS
JARED TRAVIS BENSON
Karen K Boyd
Brian Eugene Koch
Brandon Charles Boyd
Scott Donovan Bowers
Lee Hermon Prichard
Rodney Heath Allen
Robert Martin Cabe
Trey Norris
Thomas James Vennero
Bradley Alan Hudson
Kelly Lynn Browand
Derrick Carl Anderson
David Alexander Rowdy Byrum
CHARLEY LEWIS POORE
Lesley Livingston
Shannon Burke Ritzhaupt
BRETT MATTHEW SMALLEY
CONNIE LEE WEST
Adivaraha Jayasankar
CHARLES KENNETH TREW
JOHN ALLEN LINDSEY
RONALD DEAN BAILEY
DAVID GREGORY QUEEN
Andrew Dean Carson
TREVOR SCOTT SMITH

Within 25 miles of Bakewell, TN, Best Investors lists 27 registered investment advisory firms with 67 offices nearby, managing about $4.65T in combined regulatory AUM across 1,127,003 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bakewell

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM